Daniel
O'Shea
Onyx Bridge Wealth Group LLC
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About this Advisor
Daniel O'Shea is a financial advisor based in Tarrytown, New York with a total of 2 years of relevant experience. O'Shea works at Onyx Bridge Wealth Group LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Purshe Kaplan Sterling Investments, Onyx Bridge Wealth Group LLC, Ameriprise Financial Services Inc and Private Client Services. O'Shea maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in New York. Onyx Bridge Wealth Group LLC is a company operating out of Tarrytown, NY. The investment advisory business has offices in six locations and a total of 18 people on staff. It oversees $469 million in assets under management across its 2,608 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves three charities and foundations. Of its 2,608 client accounts, just 9% are held by high-net-worth investors who have more than $1 million in assets. Onyx Bridge Wealth Group LLC offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of services offered. Fee types charged by Onyx Bridge Wealth Group LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onyx Bridge Wealth Group LLC Brokerage Details
$468,864,572
18
2,608
$179,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel O'Shea Work History
Daniel has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments
Onyx Bridge Wealth Group LLC
Private Client Services
Ameriprise Financial Services Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel O'Shea to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onyx Bridge Wealth Group LLC
Dover, DE
Tarrytown, NY
Tarrytown, NY
Tarrytown, NY
Spring, TX
Spring, TX
Tarrytown, NY
Tarrytown, NY
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